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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-13 |
Branch Locations
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
2665 S Moorland Rd Suites 100 & 212, New Berlin, WI 53151 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advantage Sales And Marketing | Vernon Hills | IL | 05/2013 | 02/2017 |
| Mutual Of Omaha Insurance Company | Milwaukee | WI | 07/2014 | 07/2017 |
| Mutual Of Omaha Investor Services | Milwaukee | WI | 11/2016 | 06/2017 |
| Global View Capital Management, Llc | Waukesha | WI | 07/2017 | 01/2026 |
| Global View Capital Insurance Services, Llc | Waukesha | WI | 06/2017 | 01/2026 |
| Jay Van Beusekom Financial Advisor, Llc. | Milwaukee | WI | 05/2015 | 06/2017 |
| Global View Capital Advisors, Llc | Waukesha | WI | 06/2017 | 01/2026 |
| Encompass More Asset Management Llc | Danville | CA | 01/2026 | Present |
Licensed Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-20 |
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